Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,674,983
-$3,974,154 QoQ
Shares Held
479,341
-2.9% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#126
of 2,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Gotham Asset Management, LLC holds $573,108,376 across 27 Utilities - Regulated Electric names. DUK ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
751,305 | $64,935,291 | |
| 2 | DUK |
Duke Energy CORP
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|
479,341 | $60,674,983 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
474,615 | $50,783,805 | |
| 4 | LNT |
Alliant Energy Corp
|
642,818 | $49,040,585 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,046,087 | $46,069,671 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
301,882 | $35,250,761 | |
| 7 | AEE |
Ameren Corp
|
279,323 | $31,574,671 | |
| 8 | OGE |
Oge Energy Corp.
|
645,045 | $31,387,889 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,674,983 | 479,341 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $64,649,137 | 493,731 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $65,780,830 | 561,222 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,961,683 | 225,953 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,934,820 | 151,990 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,527,846 | 119,110 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,488,834 | 78,790 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,045,627 | 87,126 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,054,366 | 110,290 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,488,400 | 211,854 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,748,660 | 18,020 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,968,889 | 33,638 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,213,409 | 35,808 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $901,512 | 9,345 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $618,042 | 6,001 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $273,106 | 2,936 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $334,387 | 3,119 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $352,287 | 3,155 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $544,326 | 5,189 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $322,339 | 3,303 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,956,204 | 40,075 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,523,731 | 36,504 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,054,771 | 66,129 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,044,180 | 45,666 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,883,646 | 23,578 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $316,402 | 3,912 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||